SUMMITRY LLC

Position in USB — US Bancorp De

CIK 1280043 Foster City, CA

Position in USB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,113,152

+$1,546,790 QoQ

Shares Held

150,880

+3.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#386

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SUMMITRY LLC holds $13,184,617 across 11 Banks - Regional names. USB ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	150,880	$9,113,152
2	MTB	M&T Bank Corp	2,982	$709,745
3	CFG	Citizens Financial Group Inc/Ri	8,888	$622,782
4	BAP	Credicorp Ltd	1,426	$555,541
5	FITB	Fifth Third Bancorp	8,673	$488,897
6	RF	Regions Financial Corp	13,646	$412,109
7	AX	Axos Financial, Inc.	3,052	$297,234
8	HDB	Hdfc Bank Ltd	10,272	$265,325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,113,152	150,880	+3.7%	Shares	Sole	2026-07-21
2026-03-31	$7,566,362	145,479	-2.6%	Shares	Sole	2026-05-22
2025-12-31	$7,972,997	149,419	+6.3%	Shares	Sole	2026-02-09
2025-09-30	$6,794,231	140,580	+6.8%	Shares	Sole	2025-11-07
2025-06-30	$5,953,633	131,572	+6.9%	Shares	Sole	2025-08-08
2025-03-31	$5,194,031	123,023	+8.1%	Shares	Sole	2025-05-13
2024-12-31	$5,442,480	113,788	+2.2%	Shares	Sole	2025-02-12
2024-09-30	$5,091,944	111,348	-0.7%	Shares	Sole	2024-11-07
2024-06-30	$4,449,576	112,080	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$5,015,876	112,212	-3.2%	Shares	Sole	2024-05-06
2023-12-31	$5,016,022	115,897	+4.8%	Shares	Sole	2024-02-07
2023-09-30	$3,656,303	110,596	+4.6%	Shares	Sole	2023-11-06
2023-06-30	$3,492,195	105,696	+44.0%	Shares	Sole	2023-08-08
2023-03-31	$2,646,142	73,402	+8.2%	Shares	Sole	2023-05-12
2022-12-31	$2,959,112	67,854	+9.7%	Shares	Sole	2023-02-10
2022-09-30	$2,493,711	61,848	+9.4%	Shares	Sole	2022-11-09
2022-06-30	$2,601,050	56,520	-7.5%	Shares	Sole	2022-08-09
2022-03-31	$3,247,783	61,106	-2.2%	Shares	Sole	2022-05-09
2021-12-31	$3,509,108	62,473	-0.6%	Shares	Sole	2022-02-10
2021-09-30	$3,735,922	62,852	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$3,637,933	63,857	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$3,407,649	61,610	+7.9%	Shares	Sole	2021-05-12
2020-12-31	$2,660,894	57,113	+2.9%	Shares	Sole	2021-02-05
2020-09-30	$1,990,212	55,515	+5.6%	Shares	Sole	2020-11-12
2020-06-30	$1,936,069	52,582	+18.5%	Shares	Sole	2020-08-07
2020-03-31	$1,528,339	44,364	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.